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Dimensional Etf Trust shares owned by Whalen Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAT) shares owned by Whalen Wealth Management from 13F filings

Historical chart of Whalen Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Whalen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $311k 5.6k 55.63
2024-06-30 $289k 5.6k 51.87
2024-03-31 $302k 5.5k 54.43

More positions owned by Whalen Wealth Management

Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
Apple (AAPL)
Select Sector Spdr Tr Sbi Materials (XLB)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Ishares Msci Emrg Chn (EMXC)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for Whalen Wealth Management

Top funds holding Dimensional Etf Trust

Creative Planning
Buckingham Asset Management
Colony
Forum Financial Management
Index Fund Advisors
Savant Capital Management
Buckingham Strategic Partners
Pure Financial Advisors
Jackson Thornton Asset Management
CI Private Wealth
Mercer Global Advisors
Wealth Enhancement Advisory Services
Asset Dedication
HighTower Advisors
Envestnet Asset Management

View all funds holding Dimensional Etf Trust